Summary 
The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team.

Essential Functions

• Assist with calls from clients, brokers, and companies

• Collect and process payments

• Review and issue urgent or complex certificates of insurance

• Handle Broker of Record letters

• Prepare and provide finance quotes and finance agreements for clients

• Issue necessary cancellations

• Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions

• Create Notice of Cancellation letters (Acct)

• AP & AR - Review & manage Aging in conjunction with corporate accounting team

• Collections / E.P. follow up & request associated write offs

• Review new agencies and set up in agency database

• Evaluate agency mergers & acquisitions for changes needed and then implement

• Assist with state form review and special Compliance projects

• Inspection ordering, review, evaluation, recommendation letters, follow ups and compliance checking for clients

• Provide weekly reports for Operations

• Back up to other Operations Specialist tasks, as needed

• Perform other duties as assigned

Competencies to be expected within 3-6 months

• Understand PPIB Office Workflows and Processes

• Understand Overview of PPIB Programs

Requirements:

• Strong, demonstrable skills in Excel, Word, Adobe, and similar programs

• 3-5 years minimum in office environment

• Insurance experience preferred, but not required

• Experience with accounting functions, including AR & AP

• Passion for details and accuracy

• Strong logical and critical thinking

• Problem solving skills/enjoys puzzles

• Excellent organizational and time management abilities

• Flexible with change and juggling priorities

• Manage multiple tasks at once

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

Additional Info:

• Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office

• Work Hours M-F 8:30AM to 5:00PM Pacific Time

Salary Transparency:

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $65,000-$75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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